DFPG Investments’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$225K Buy
19,599
+5,185
+36% +$56.6K 0.02% 585
2023
Q3
$155K Sell
14,414
-1,078
-7% -$12.1K 0.01% 563
2023
Q2
$176K Buy
+15,492
New +$176K 0.02% 552

Other funds holding PGX

DFPG Investments's PGX Position: Q4 2023 in Review

DFPG Investments increased its Invesco Preferred ETF (PGX) stake by 36% in Q4 2023, buying an estimated $56.6K and bringing the position to 19,599 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #585.

DFPG Investments first reported a position in PGX in Q2 2023 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold PGX as of Q4 2023.

  • DFPG Investments held 19,599 shares of Invesco Preferred ETF worth $225K as of Q4 2023.
  • DFPG Investments bought 5,185 Invesco Preferred ETF shares in Q4 2023, an estimated $56.6K.
  • Invesco Preferred ETF made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #585 holding.
  • DFPG Investments first reported a position in Invesco Preferred ETF in Q2 2023 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.